AXA Company
Industry: Insurance company
DescriptionAXA is a French multinational insurance firm headquartered in the 8th arrondissement of Paris that engages in global insurance, investment management, and other financial services. Headquarters: Paris, France CEO: Thomas Buberl Revenue: 98.5 billion EUR (2017) Assets under management: 1.439 trillion EUR (2017) Subsidiaries: AXA Equitable Holdings, AllianceBernstein, Did you know: AXA is the world's second-largest financial services company by revenue ($147.5 B). wikipedia.org
AXA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AXA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AXA Employees
MetLife January 2015 - Present
MPPL Financial January 2013 - January 2015
Comprehensive Asset Management June 2011 - January 2015
Crump Life Insurance Services June 2011 - January 2015
Midwest Professional Planners, Ltd. April 2004 - January 2015
Grace242 (Church) November 2012 - June 2014
AXA Advisors January 2001 - June 2011
AXA December 2000 - June 2011
M&I Data Services (Metavante) February 1983 - March 1997
Skills
Retirement Planning, Strategic Financial..., Investments, Portfolio Management, Risk Management, Asset Management, Securities, Finance, Estate Planning, Insurance, Financial Advisory
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Certificate, Retirement Planning
University of Wisconsin-Eau Claire 1975 — 1980
BBA, Finance
TRUSTe 2015 - Present
VXI Global Solutions, LLC July 2007 - September 2014
eTelecare Global Solutions May 2004 - July 2007
AXA November 2003 - April 2004
Time Life - Filway Marketing Inc. August 2001 - November 2003
Skills
Operations Management, Workforce Management, BPO, Call Centers, Customer Satisfaction, Customer Experience, Service Delivery, Outsourcing, Performance Management, Vendor Management, Process Improvement, Team Management
Education
University of San Carlos 1996 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Sacred Heart School for Girls 1986 — 1996
Elementary and High School
Capital Group February 2015 - Present
Shelter Insurance Companies January 2013 - September 2014
AXA May 2014 - August 2014
Woodard Cleaning & Restoration April 2012 - August 2012
Lettuce Entertain You August 2008 - August 2011
Skills
Public Speaking, Microsoft Excel, Customer Service, Equity Research, Equity Valuation, Bloomberg, Insurance, Social Media, PowerPoint, Microsoft Word, Sales, Microsoft Office, Facebook, Public Relations, Licensed Property &..., Recruiting, Licensed Life & Health..., Water Damage Restoration, Portfolio Management, Research
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Science in Business Administration, Finance and Banking
Hub International December 2012 - Present
Intact Financial Corporation September 2011 - March 2012
AXA April 2003 - June 2011
RSA 1999 - 2003
Skills
Property & Casualty..., Commercial Insurance, General Insurance, Underwriting, Casualty, Liability, Commercial Lines, Professional Liability, Insurance, Legal Liability, D&O, Brokers, Claim, Risk Management, Claims Management, Reinsurance, Inland Marine, Umbrella Insurance, Excess, Health Insurance, Financial Risk, Executive Management, Risk Analysis, Fixed Annuities, Employment Practices..., Retirement, Subrogation, Property Damage, Liability Analysis, Life Insurance, Management, Actuarial Science, Insurance Brokerage, Portfolio Management, Long Term Care Insurance, Relationship Management, Strategic Financial..., Strategic Planning, Team Leadership, Enterprise Risk..., Homeowners, Employee Benefits, Leadership, Retirement Planning, Critical Illness, Term Life Insurance, Customer Satisfaction, Workers Compensation, Marketing, Disability Insurance
Education
Wharton School of Business 2010 — 2011
University of Pennsylvania, Aresty Institute of Executive Education
INSEAD, CEDEP 2010 — 2011
Fontainebleau, France, European Centre for Continuing Studies
York University 1985 — 1989
Honours Bachelor of Arts, Economics and Mass Communications
Merrill Lynch January 2014 - Present
Integress Financial 2012 - 2014
Merrill Lynch 2004 - 2012
AXA 2002 - 2004
Skills
Investments, Portfolio Management, Strategic Financial..., Finance, Financial Advisory, Asset Management, Wealth Management, Investment Strategies, Equities, Risk Management, Retirement Planning, Alternative Investments
Education
UNLV 1995 — 2002
Bachelors of Science, Finance
Oppenheimer & Co. November 2013 - Present
Greater NY Alumni Club - University of Miami June 2011 - Present
Fort Schuyler Maritime Alumni Assoc January 2012 - January 2013
AXA 2011 - January 2013
Axis Capital 2009 - 2011
Skills
Series 7, Alternative Investments, Investment Advisory, Retirement Planning, Series 63, Equities, Fixed Income, Intergenerational..., Charitable Gift Planning, Networking, Estate Planning, Securities, Oil & Gas Industry, Series 65, Clean Energy..., Alternative Energy
Education
University of Miami - School of Business 2007 — 2011
Bachelor of Business Administration (BBA), International Finance
Garden City Senior High School 2003 — 2007
AXA May 2014 - Present
SECU April 2012 - April 2014
Skills
Financial Services, Life Insurance, Public Speaking, Financial Analysis, Banking, Customer Service, Leadership, Tax Preparation, College Basketball, Internal Audit, Project Management, Business Process..., LOMA 280, LOMA 290, Anti Money Laundering
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Science (BS), Marketing
AXA June 2015 - Present
Humana May 2014 - August 2014
University of Michigan September 2013 - April 2014
Mathnasium - The Math Learning Center July 2013 - August 2013
Skills
Calculus, Critical Thinking, Microsoft Excel, Statistics, Tutoring, Visual Basic, Probability, C++, SAS, SQL
Education
University of Michigan 2013 — 2015
Actuarial Mathematics, Computer Science (Minor), Rising Senior
University of Pittsburgh 2012 — 2013
Freehold High School 2008 — 2012
High School
Self Employed 1994 - Present
Twin Capital, Inc. 1994 - 2013
AXA 1999 - 2001
Chemical Bank 1990 - 1994
Bankers Trust 1984 - 1990
Gelco Corporation 1980 - 1984
Manufacturers Hanover Trust 1971 - 1980
Skills
Strategic Planning, Private Equity, Mergers & Acquisitions, Public Speaking, Investment Banking, Social Media, Fundraising, Due Diligence, Nonprofits, Communications
Education
Fordam University 1972 — 1974
Master of Business Administration (MBA), Business/Commerce, General
University of Notre Dame 1966 — 1970
AB, Sociology
AXA August 2014 - Present
AXA Equitable April 1999 - Present
Skills
Process Improvement, Training, Financial Services, Performance Management, Insurance, Employee Engagement, Customer Service, Team Building, Business Analysis, Relationship Management, Recruiting, Leadership, Business Process...
Education
University of North Carolina at Charlotte
CameoWorks January 2012 - Present
AXA May 2013 - Present
Tesco PLC 2012 - Present
Tesco Bank 2012 - Present
NCR Corporation 2012 - Present
Bain & Company June 2013 - Present
Anthemis Group SA June 2013 - Present
Barclays Bank March 2006 - December 2011
Washington Mutual December 1985 - March 2005
Skills
Executive Management, Executive Development, Board of Director..., Customer Experience, Financial Regulation, Retail Banking, Risk Management, Financial Services, Banking, Professional Mentoring, Board of Directors, Financial Risk, Commercial Banking, Operational Risk, Corporate Governance, Governance, Due Diligence, Operational Risk..., Investment Banking, Stakeholder Management, Corporate Finance, Mergers & Acquisitions, Relationship Management, Finance, Business Transformation, Strategy, Portfolio Management, Credit, Credit Risk, Private Equity, Strategic Financial..., Business Strategy, Management Consulting, Business Planning, Business Process..., Capital Markets, Financial Modeling, Investments, Leadership, Managerial Finance, Project Finance, Restructuring, Valuation, Venture Capital, Wealth Management
Education
University of Puget Sound
Bachelor's degree, Politics and Government and Urban Affairs
The MNE Group November 1983 - Present
Baystate Financial June 2007 - Present
AXA December 2004 - June 2007
The MONY Group November 1983 - December 2004
Skills
CERTIFIED FINANCIAL..., Seriers 6, 7, 22, and..., Retirement, Investments, Financial Planning, Wealth Management, Life Insurance, Insurance, Finance, Disability Insurance, Securities, Long Term Care Insurance
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA)
New Hanover Regional Medical Center August 2014 - Present
IKA® Works December 2012 - August 2014
Pensacola Care Inc. dba. Panama City Developmental Center April 2011 - December 2012
Target January 2008 - April 2010
Guthrie's Originals March 2008 - October 2009
Beach Wines & Liquors February 2005 - February 2008
AAFES November 1995 - January 2005
AXA 1997 - 2000
Skills
Employee Relations, Recruiting, Performance Management, Human Resources, Training, Leadership, HR Policies, Organizational..., Hiring, Change Management, Management, Customer Service, Employee Engagement, Loss Prevention, Operations Management, Customer Satisfaction, HRIS, Labor Relations, Team Building, Retail, HR Consulting, Employment Law, Employee Handbooks, Compensation & Benefit, Workforce Planning, Start-ups, Business Strategy, Workers Compensation, Policy Writing, Diversity, Unemployment Claims, ADP HRB, PeopleSoft, Kronos Timekeeping, Workbrain, Strategic HR, HR Project Management, Human Resource..., Strategic Human..., Global Operations, Global Human Resources..., Human Resources for..., Social Recruiting, Full-life Cycle..., Employee Training, Employee Management, German, German-English, Entrepreneurship, Interviews
Education
University of North Carolina at Wilmington 2015 — 2017
Master of Business Administration (MBA)
Friedrich List Schule 1997 — 2000
Bachelor of Science (BS); Associate's of Science, Business Administration
Mannlich Realschule
University of West Florida
Bachelor's, Business Administration; Global Economics
OppenheimerFunds December 2014 - Present
AXA June 2014 - October 2014
Morgan Stanley Wealth Management May 2013 - August 2013
Kelly Pipe June 2012 - August 2012
Southern Spirits June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Financial Statement..., Financial Analysis, Financial Reporting, Management, Customer Service, Sales, Supply Chain Management, Investments, Financial Modeling, PowerPoint, Corporate Finance, Microsoft Word, Data Analysis
Education
University of South Carolina - The Moore School of Business 2010 — 2014
Bachelor of Science in Business, Investment Finance, Sport and Entertainment Management
Charlotte Country Day School 2006 — 2010
AXA January 2012 - Present
ING September 2006 - January 2012
Skills
Financial Needs..., Finance, Financial Planning, Insurance, Investments, Portfolio Management, Retirement Planning, Wealth Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Business/Finance
State Street October 2014 - January 2015
Isenberg School of Management, UMass Amherst September 2014 - December 2014
AXA July 2014 - September 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Teamwork, Data Analysis, Accounting, HTML, JavaScript, Stata
Education
University of Massachusetts, Amherst 2011 — 2016
Bachelor of Business Administration (BBA), Finance, 3.867
AXA April 2014 - Present
Northwestern Mutual August 2013 - November 2013
T. Rowe Price April 2012 - July 2013
T. Rowe Price February 2011 - April 2012
Carpet & Wood Floor Liquidators July 2009 - November 2010
Carpet & Wood Floor Liquidators May 2008 - June 2009
Wachovia FirstPlace January 2008 - March 2008
First Investors May 2007 - October 2007
UNC-Charlotte Housing and Residence Life May 2006 - June 2007
Your Event Source 2004 - 2007
Skills
Investments, Microsoft Office, Portfolio Management, Social Media, Excel, Customer Service, PowerPoint, Word, Customer Relations, Outlook, Facebook, Microsoft Word, Microsoft Excel, Sales, Account Management, Insurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
BSBA, Finance
Myers Park High 1999 — 2003
a Journey for 9/11 2007 - Present
Minority Athletes Networking, Etc., Inc. 1988 - Present
AXA 2004 - 2008
Mutual of New York- The MONY Group 1997 - 2004
Tanagraphics, Inc. 1989 - 1997
New York Football Giants August 1975 - February 1988
Skills
Customer Service, Microsoft Office, Management, Social Media, Public Speaking, Microsoft Excel, Marketing, Leadership, Sales, Event Planning, Social Media Marketing, Social Networking, Sports, Event Management, Fundraising, Nonprofits, Public Relations, Strategic Planning
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor of Arts (B.A.)
University of Oregon 1971 — 1975
MetLife January 2014 - Present
Protective Life October 2010 - October 2013
Lincoln Financial Group 2006 - 2010
AXA 2005 - 2006
American Skandia June 1997 - May 2005
Prudential Financial - American Skandia 2002 - 2005
MFS Investment Management 1991 - 1997
Skills
Series 7, Retirement Planning, Series 63, Series 6, Variable Annuities, Mutual Funds, Fixed Annuities, 401k, Series 65, Retirement, Investments
Education
University of Massachusetts, Amherst 1987 — 1991
Bachelor's degree, Communication, General
Foresters Financial Services January 2012 - Present
Prudential Financial January 2011 - January 2012
HSW Distributors November 2009 - January 2011
AXA April 2008 - November 2009
AXA Equitable 2005 - 2008
Gain Capital 2004 - 2005
Schwab Capital Markets 2000 - 2002
Charles Schwab 2000 - 2002
All-tech 1999 - 2000
Datek 1998 - 1999
Skills
Series 7, Retirement Planning, Securities, Mutual Funds, 401k, Alternative Investments, 401k Rollovers, Asset Allocation, Asset Management, Bonds, Capital Markets, Disability Insurance, ETFs, Equities, Estate Planning, FINRA, Financial Advisory, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Life Insurance, Long-term Care, Marketing, Options, Pensions, Portfolio Management, Relationship Management, Retirement, Sales, Sales Operations, Separately Managed..., Series 24, Series 6, Series 63, Series 65, Strategic Financial..., Term Life Insurance, Trading, Uniform Combined State..., Variable Annuities, Wealth Management, Wealth Management...
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Retirement Planning Specialist, Retirement Planning
William Paterson University of New Jersey
St. Peter's Prep 1988 — 1992
HS, HS
AXA May 2015 - Present
Mahindra GenZe October 2014 - May 2015
University of Michigan May 2014 - December 2014
AXA 2012 - 2013
Skills
Event Planning, Social Networking, Time Management, Creative Writing, Critical Thinking, Team Leadership, Customer Service, Research, Microsoft Office
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Double Major in Political Science and Psychology [Business, Systems, and Organizations]
Marquette University High School 2008 — 2012
Retirement Income An Owner's Manual March 2015 - Present
Clark County Retirement dot com December 2013 - Present
Connolly Retirement Income Planning October 1992 - Present
Liberty Mutual Group - Colorado Casualty November 2006 - October 2008
Prudential Financial August 1999 - March 2006
Allstate Financial Advisors 1995 - 1999
AXA 1992 - 1995
Education
University of Nevada-Las Vegas
Bachelor of Science, Business & Hotel Management
AXA 2007 - Present
NovaRad Corporation 2005 - 2007
The MONY Group – An AXA Financial Company 2000 - 2005
Novations Group Inc - A Provant Company 1997 - 2000
Nevada Secretary of State 1995 - 1997
Skills
Project Management, Testing, Business Process, Integration, Hardware, Management, Problem Solving, Technical Support, Business Analysis, Process Improvement
Education
University of Phoenix 2000 — 2004
Bachelor’s Degree, Bachelors of Science in Information Technology
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
Lucky Brand September 2014 - Present
AXA February 2015 - June 2015
Universal Orlando Resort March 2012 - May 2015
Skills
Creative Direction, Entrepreneurship, Customer Satisfaction, Retail Sales, Computer applications, Marketing, Customer Service, Sales, Inventory Management, Time Management, Social Networking, Teamwork, Event Planning, Microsoft Word, Training, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of North Florida 2013 — 2016
Business, Management, Marketing, and Related Support Services, Junior
Bishop Moore Catholic High School 2009 — 2013
JP Morgan December 2002 - Present
Exaconnect June 2000 - June 2002
AXA January 1999 - June 2000
Chase Manhattan March 1998 - December 1998
Credit Suisse First Boston June 1997 - March 1998
Apertus Technologies October 1996 - April 1997
Omniview September 1993 - October 1996
Education
University of Michigan 1989 — 1993
Google October 2014 - March 2015
Google September 2013 - October 2014
Fragomen, Del Rey, Bernsen & Loewy January 2010 - August 2013
PT. Gudang Garam, Tbk May 2009 - December 2009
AXA April 2007 - May 2009
Skills
Immigration Law, Recruiting, Policy, Human Resources, Management, Expatriate Management, Teamwork, Talent Management, Employment Law, Employee Relations, Time Management, Employee Benefits, HR Consulting, Talent Acquisition, Performance Management, Business Development, Change Management, Strategy, Project Management, Business Strategy, Consulting
Education
University of Melbourne 2005 — 2006
Master of Applied Commerce, Accounting
University of Melbourne 2002 — 2004
Bachelor of Commerce, Actuarial Studies
Young Achievers Australia
Business Entrepreneurship
AXA August 2015 - Present
Fluent Grp January 2015 - Present
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Strategic Planning, Outlook, Negotiation, Budgets, Windows, Italian languages, Fashion Blogging, Retail Marketing, Waitressing, DJ, Radio Programming, Radio Advertising, Social Media Marketing
Education
University of South Carolina-Columbia 2013 — 2017
Bachelor's Degree, International Business, Sophomore
University of South Carolina-Columbia 2013 — 2017
International Business and Finance
The M.A.D.E. Company June 2013 - Present
New Leaders August 2011 - June 2015
AXA October 2010 - August 2011
AXA March 2009 - September 2010
Hellmann Worldwide Logistics October 2008 - March 2009
CPI Security July 2008 - October 2008
Sherwin Williams May 2006 - March 2007
Charlotte Bobcats 2005 - 2005
Charlotte Bobcats 2005 - 2005
HOPE worldwide 1999 - 2000
Skills
Customer Service, Public Speaking, Microsoft Office, Human Resources, Software Documentation, Event Planning, Coaching, Troubleshooting, Operations Management, Motivational Speaking, System Administration, Office Administration, Database Administration, Event Management, Life Insurance, Entrepreneurship, Youth Ministry, Youth Development, Youth Mentoring, Supply Chain Management, Educational Leadership, Budgets, Student Ministry, Nonprofits, Strategic Planning, Team Building
Education
University of North Carolina at Charlotte 2001 — 2006
B.S., Management
Round Table Wealth Management, LLC January 2001 - Present
AXA 1992 - 2001
PriceWaterhouseCoopers, LLC 1989 - 1992
Education
The University of Chicago 1975 — 1977
MBA
University of Pennsylvania 1971 — 1975
BA
Lower Merion High School 1968 — 1971
LexisNexis March 2014 - Present
JPMorgan Chase July 2012 - March 2014
JPMorgan Chase August 2010 - July 2012
AXA January 2009 - December 2009
Susquehanna Bank June 2007 - August 2008
Skills
Strategic Selling, Consultative Selling, Sales Process, Solution Selling, Sales, Customer Service, Leadership, Forecasting, Managerial Finance, Microsoft Office, Financial Analysis, Risk Management, Marketing, CRM
Education
University of Scranton 2006 — 2010
Bachelor's Degree
Bishop Shanahan
Amgen October 2013 - Present
Firmenich August 2013 - October 2013
AXA May 2013 - July 2013
AstraZeneca April 2011 - September 2012
Cognizant Technology Solutions July 2009 - August 2010
Pfizer May 2008 - October 2009
Phones 4u May 2006 - 2007
Skills
Oracle, Siebel, PL/SQL, IT Management, Informatica, OBIEE, BI Publisher, Scrum, MS CRM 2011, Solution Architecture, Databases, Data Migration, SQL, Testing, Requirements Analysis
Education
University Of North Bengal 2003 — 2006
MCA, Computer application
Hooghly Collegiate School 1998 — 2000
12th
Shell April 2014 - Present
ArcelorMittal October 2008 - March 2014
BlueScope Steel February 2004 - September 2008
AXA January 2003 - January 2004
The Age 1999 - 2003
Skills
Employee Engagement, Performance Management, Talent Management, Workforce Planning, HR Policies, Change Management, Succession Planning, Deferred Compensation, Culture Change, Organizational..., Personnel Management, Organizational Design, HR Consulting, Human Resources, Labor Relations, Employee Relations, Industrial Relations, Remuneration, HRIS, Job Evaluation, HR Transformation
Education
Melbourne Business School 2005 — 2015
MBA
University of Melbourne 1991 — 1994
Bachelor of Commerce, Economics, Management
St Paul's School
Harvest Krane Investments September 2012 - Present
AXA June 2009 - June 2012
AXA Distributors 2001 - July 2009
American Skandia / Prudential August 1997 - October 2001
American Skandia 1997 - 2001
Chubb Securities Corporation 1980 - 1997
Skills
Mutual Funds, Securities, Variable Annuities, Life Insurance, FINRA, Insurance, Financial Services, Series 24, Series 7, Series 63, Investment Management, Investments, Series 6, Fixed Annuities, Investment Advisory, Asset Management, Series 65, Alternative Investments, Wealth Management, Retirement, Risk Management, Relationship Management, Retirement Planning, 401k, Asset Allocation, ETFs, Investment Strategies, Estate Planning, Financial Planners, AML, Financial Markets, Broker-Dealer, Term Life Insurance, Asset Managment
Education
University of New Hampshire
History
Empire Wealth Strategies August 2009 - Present
axa May 2005 - July 2009
MetLife 1993 - 2005
Skills
Retirement Planning, Life Insurance, Insurance, Mutual Funds, Investments, Management, Leadership, Strategic Financial..., Financial Services, Fixed Annuities, Health Insurance, Long-term Care, Account Management, Asset Management, Change Management, Customer Service, Disability Insurance, Employee Benefits, Event Planning, Executive Management, FINRA, New Business Development, Retirement, Risk Management, Securities, Series 63, Series 7, Strategy, Wealth Management
Education
Franklin HS Reisterstown, MD
University of Maryland College Park
AXA September 2007 - Present
Education
University of Scranton 2003 — 2007
AXA May 2013 - Present
AXA September 2005 - May 2013
Summit Financial Resources September 2003 - September 2005
Bellmare Financial Group, Inc. March 2001 - September 2003
New England Financial Group February 2000 - April 2001
Skills
Financial Services, Strategic Financial..., Retirement Planning, Investments, Risk Management, Financial Analysis, Wealth Management, Portfolio Management, Investment Advisory, Estate Planning, Asset Managment, Financial Reporting, Compliance, Financial Audits, FINRA, Alternative Investments, Asset Allocation
Education
William Paterson University of New Jersey 1996 — 1999
B.S Business Administration, Management
University of Scranton 1995 — 1996
Cranford High School 1992 — 1995
Goldman Sachs November 2012 - Present
Bloomberg March 2010 - November 2012
AXA June 2009 - August 2009
Johnson & Johnson May 2008 - August 2008
Skills
Fixed Income, Derivatives, Finance, Financial Modeling, Valuation, Capital Markets, Investments, Equities, Financial Analysis, Corporate Finance, Financial Markets, Hedge Funds, Portfolio Management, Investment Banking, Private Equity, Risk Management, Forecasting, Analysis, Equity Valuation, Economics, Investment Management, Options, Asset Managment, Business Development
Education
University of Scranton 2006 — 2009
Bachelor's, Economics, Finance, Accounting
CFA Institute
CFA charterholder
AXA/Equitable Branch Operations ManagerAXA Equitable Life Ins Co2007 - Present
AXA Advisors 2001 - Present
axa 1990 - 2007
Education
University of South Carolina-Columbia 1988 — 1993
Deutsche Bank October 1996 - Present
AXA September 1985 - October 1996
Skills
SDLC, Software Project..., Business Analysis, User Acceptance Testing, Trading Systems, IT Strategy, Investment Banking, Requirements Gathering, Market Data, Banking, Electronic Trading, Vendor Management, Unix, Sybase, Integration, Oracle, IT Management, SQL, Fixed Income, Unix Shell Scripting, Derivatives, ITIL, Requirements Analysis, Enterprise Architecture, Disaster Recovery, Sybase Adaptive Server, Project Management, System Deployment, Program Management, Data Center, Risk Management, Change Management, Oracle PL/SQL..., Business Requirements, Equities, Capital Markets, Financial Risk, FX Options, Visio, Systems Analysis, Agile Methodologies, PMO, Data Warehousing, Back Office, Management, Financial Services, Performance Tuning, USA PATRIOT Act, Property Management
Education
University of Phoenix 2004 — 2008
B.S., Business Management, 3.8 GPA
SRC Cyber 2014 - 2015
SRC 2012 - 2014
National Grid 2010 - 2012
Financial Services 2008 - 2010
Financial Services 2005 - 2008
AXA 2005 - 2005
MassMutual 2003 - 2004
Mutual of Omaha 2002 - 2003
AXA 2002 - 2002
Skills
Investments, Data Analysis, Process Improvement, Business Analysis, Strategic Planning, Business Strategy, Financial Analysis, Project Management, Marketing, Credit, Training, Finance, Sales, Strategy, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2007 — 2009
MBA
University of Rochester 1998 — 2002
Bachelor of Science (BS), Econmics/Psychology
High School
Baltimore Gas and Electric September 2003 - Present
Dominion Virginia Power April 2001 - June 2003
Accenture (formerly Andersen Consulting) June 1995 - October 2000
AXA February 1993 - May 1995
Skills
ORACLE CC&B, Java, CUSTOMER/1, HQL, Oracle SQL, PL/SQL, C, C++, DB2/SQL, COBOL, XAI, HTML, Oracle Utilities..., CC&B Config Tools, Unix, Sybase, Natural, ADABAS, Turbo Pascal, Access, Visual Basic, INSTALL/1, CC&B ConfigLab, HP Quality Center, Oracle, Requirements Analysis, Oracle CRM, CC&B, SDLC, SOA, Visio, Requirements Gathering, Business Analysis, Business Process..., Testing, Integration, Business Process, SQL
Education
University of Santo Tomas
Bachelor of Science (BS), Mathematics and Computer Science
AXA January 2004 - Present
Community Capital Resources 2005 - 2008
Skills
Long Term Care Planning, Securities Strategies, Education Planning..., Education Planning, Tax-eficient Investing..., Wealth and Asset..., Financial Planning, Insurance Solutions
Education
Wharton School of Business 2009 — 2013
Certification in Retirement Planning, Issues around income sources and quality of life for retirees and pre-retirees
University of Pennsylvania - The Wharton School
Retirement Planning
Rock Harbor February 2014 - Present
AXA February 2010 - February 2014
Skills
Wealth Management, Series 63, Series 6, Retirement Planning, Retirement, Mutual Funds, Investments, Insurance, Financial Services, Asset Allocation, Alternative Investments, Investment Advisory, Fixed Annuities, 401k, Investment Strategies, Management
Education
University of Michigan 1995 — 1999
Axa 1999 - Present
AXA Advisors 1999 - Present
Education
University of Miami 2007 — 2009
Certified Financial Planning
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist
Morgan Stanley 2010 - 2012
AXA 2008 - 2010
Skills
Operations Management, Equity Compensation..., Corporate Stockplans, 10b5-1, Series 7, Series 8, Series 9, Series 10, Series 66, Series 63, Series 65
Education
University of Nevada-Las Vegas
Bachelor's, Finance
Offit Capital Advisors January 2015 - Present
Offit Capital Advisors August 2012 - December 2014
PrivCo November 2011 - May 2012
The Lodge at Robbinsdale September 2010 - August 2011
Merrill Lynch June 2010 - August 2010
University of Siena January 2010 - April 2010
AXA 2009 - 2009
Skills
Microsoft Excel, Social Media, Data Analysis, Microsoft Office, PowerPoint, Teamwork, Marketing Communications, Customer Service, Microsoft Word, Economic Research, Bloomberg
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelors of Science, Finance
BB&T January 2006 - Present
Los Angeles Dodgers January 2004 - January 2006
AXA September 2002 - January 2003
Education
University of South Carolina - Darla Moore School of Business 1999 — 2002
Finance, Management
Spring Valley 1994 — 1998
University of South Carolina
Bachelor of Science, Business Administration; Finance & Management
AAA Carolinas August 2015 - Present
Wilson County March 2014 - October 2014
AXA July 2010 - May 2013
AXA May 2006 - July 2010
AXA August 2002 - May 2006
Skills
Business Analysis, Financial Services, PMO, Process Improvement, Project Management, Risk Management, SDLC, Banking, Business Process..., Management, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Project Portfolio..., Project Delivery, Requirements Gathering, Public Speaking, Vendor Management
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Business Administration
AIG November 2010 - Present
Ernst & Young July 2003 - November 2010
AXA May 2001 - June 2003
PricewaterhouseCoopers September 1995 - May 2001
Skills
Financial Reporting, Financial Analysis, Risk Management, Sarbanes-Oxley Act, Strategy, Finance, Strategic Financial..., Internal Controls, Insurance, Enterprise Risk..., Leadership, Accounting, Analysis, Auditing, Internal Audit, Management
Education
University of Phoenix 2007 — 2009
MS, Psychology
State of NH Board of Accountancy
Certified Public Accountant, Accounting
Institute of Chartered Accountants of Scotland
Chartered Accountant, Accounting
Heriot-Watt University, Scotland
BA, Accounting and Finance
AXA June 2004 - Present
MONY Securities Corporation September 1988 - June 2004
Skills
Accounting, Microsoft Excel, Financial Reporting, Financial Services, Insurance, Management, Financial Analysis, Microsoft Office, Performance Management, Business Analysis, Business Process..., PeopleSoft, Mutual Funds
Education
University of Northern Iowa 1979 — 1983
Bachelor of Arts, Accounting
AXA 2013 - Present
Beacon Health Strategies January 2012 - August 2013
OptumInsight/Ingenix April 2007 - January 2012
Blue Cross Blue Shield of Florida January 2001 - July 2007
BlueCross BlueShield of Florida January 2001 - April 2007
Skills
SDLC, Requirements Gathering, Business Analysis, Visio, HIPAA, Business Intelligence, Business Requirements, Requirements Analysis, SharePoint, Data Warehousing, Microsoft SQL Server, Systems Analysis, SQL, ETL, Healthcare Information..., Data Modeling, Software Project..., Healthcare, Agile Methodologies, Analysis
Education
University of North Florida 2001 — 2003
BS, Computing and Information Sciences
U.S. Trust February 2015 - Present
US Trust July 2012 - February 2015
Merrill Lynch July 2010 - July 2012
AXA September 2007 - June 2010
Skills
Portfolio Management, Financial Analysis, Investments, Series 7, Asset Allocation, Wealth Management, Investment Strategies, Insurance, Mutual Funds, Securities, Investment Advisory, Financial Services
Education
University of Maryland College Park 2004 — 2007
Economics
AXA February 1999 - June 2013
Lancaster Health Department January 1993 - September 1998
Skills
Strategic Financial..., Financial Analysis, Financial Reporting, Risk Management, Accounting, Auditing, Health Insurance, Financial Accounting, Analysis, Process Improvement, Life Insurance, Employee Benefits, Budgets, Financial Modeling, Sarbanes-Oxley Act
Education
University of South Carolina-Lancaster 1999 — 2002
Associate's degree in Business, Business/Commerce, General
AXA Equitable March 2004 - Present
AXA 2001 - March 2004
AXA January 1998 - 2001
Skills
Insurance, Claims, Reinsurance, Mutual Funds, Reserving, Claim, Software Documentation, Accounting, Financial Analysis, Life Insurance
Education
UNCC
Bachelor's degree, Mathematics
Intelichart June 2014 - Present
AXA March 2014 - June 2014
Computer Services, Inc. September 2011 - February 2014
Blue Cross and Blue Shield Association July 2010 - September 2011
Humana March 2003 - July 2010
Skills
SDLC, Vendor Management, Microsoft SQL Server, SQL, Business Analysis, SharePoint, Agile Methodologies, Requirements Analysis, Software Documentation, Visio, Disaster Recovery, Agile Project Management, Integration, Requirements Gathering, Management, Project Management
Education
University of South Carolina-Columbia 1999 — 2001
BS, Computer Science
North Greenville University 1996 — 1999
BS, Business Management
Ventura Pvt Ltd August 2007 - April 2009
AXA July 2006 - May 2007
AXA October 2004 - June 2006
Skills
MS Excel (Advanced), MS Access, VBA
Education
University of Pune 2000 — 2003
Bachelor's degree, Computer Science